Agw Capital Advisors

AGW Capital Advisors LLC, also known as AGW Capital Advisors, is a registered investment adviser based in Tampa, FL, established in 2009. The firm specializes in investment management and consulting, offering services to various clients, including corporations, high-net-worth individuals, and retirement plans. AGW manages over $3.6 billion in assets, with a focus on assisting clients in achieving their investment objectives within acceptable risk parameters. The firm provides services such as investment policy statements, asset allocation, investment manager selection, performance evaluation, and fiduciary/trustee services. AGW operates on a fee-only basis, charging advisory fees based on a tiered schedule linked to assets under management. The firm may also charge project-based fees and performance reporting fees. AGW acts as a fiduciary when providing investment advice, ensuring that clients' interests are prioritized. Clients have the option to grant discretionary authority to AGW for managing their accounts, with the firm having the ability to make investment decisions on their behalf. AGW offers investment strategies tailored to individual client objectives and risk profiles, utilizing software tools and analysis methods to construct and manage portfolios effectively. The firm emphasizes transparency, compliance with regulatory requirements, and maintaining independence in the investment decision-making process.